Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGSMX (DGHM V2000 SMALLCAP VALUE FUND INVESTOR CLASS) | NA | -20.55% | -8.32% | 3.41% | 3.98% | NA | NA | … | … |
Data as of 01/19/2021, Common starting date is 07/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGSMX (DGHM V2000 SMALLCAP VALUE FUND INVESTOR CLASS) | 07/02/2010 | 01/19/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -20.55 | -8.32 | 3.41 | 3.98 | NA | NA | … | … | 0.00 | -20.20 | 21.68 | -17.81 | 7.77 | 23.21 | -4.31 | 3.68 | 30.18 | 16.49 | -6.83 | 26.13 |
| Sharpe Ratio | NA | -0.50 | -0.33 | 0.11 | 0.17 | NA | NA | … | … | 0.00 | -0.48 | 1.32 | -1.18 | 0.61 | 1.37 | -0.29 | 0.25 | 2.18 | 1.10 | -0.24 | 2.86 |
| Standard Deviation(%) | NA | 42.62 | 27.80 | 23.29 | 21.01 | NA | NA | … | … | NA | 42.57 | 15.40 | 16.28 | 11.69 | 16.70 | 15.05 | 14.52 | 13.80 | 15.05 | 28.90 | 20.66 |
| Draw Down(%) | NA | 44.77 | 47.17 | 47.17 | 47.17 | NA | NA | … | … | 0.00 | 44.77 | 12.11 | 26.77 | 7.41 | 11.75 | 11.67 | 13.95 | 5.63 | 9.89 | 25.75 | 8.82 |
| Yield(%) | 0.00 | 4.74 | 5.50 | 6.15 | 6.21 | 5.30 | 3.97 | … | … | 0.00 | 4.76 | 10.60 | 4.75 | 4.29 | 0.60 | 0.00 | 0.09 | 5.05 | 2.17 | 34.50 | 1.80 |
Data as of 01/19/2021, Common starting date is 07/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGSMX (DGHM V2000 SMALLCAP VALUE FUND INVESTOR CLASS) |
-10.81%
Mar 2017 – Mar 2020 |
-4.16%
Mar 2015 – Mar 2020 |
4.04%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGSMX (DGHM V2000 SMALLCAP VALUE FUND INVESTOR CLASS) |
18.00%
Sep 2011 – Sep 2014 |
13.17%
Sep 2011 – Sep 2016 |
6.48%
Aug 2010 – Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart